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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,579 | $102,382+83.2% | $147,005+27.6% | $80,874+131.9% |
| Participation rate | 98.1% | 75.8%+22.2pp | 82.2%+15.9pp | 67.6%+30.4pp |
| Annual return | 13.78% | 134.89%-121.1pp | 418.76%-405.0pp | 35.62%-21.8pp |
| Employer contribution / active EE | $12,884 | $3,715+246.8% | $4,934+161.1% | $2,756+367.5% |
| Participant deferral / active EE | $15,364 | $6,646+131.2% | $8,070+90.4% | $4,297+257.6% |
| Admin fee / account holder | $7,388 | $7,942-7.0% | $13,006-43.2% | $6,935+6.5% |